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Insight Wealth Strategies’s Bank of America BAC Stock Holding History

Insight Wealth Strategies’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$254K Sell
4,665
-1,134
-20% -$69.1K 0.03% 176
2026
Q2 		$338K Sell
5,799
-461
-7% -$24.5K 0.03% 148
2026
Q1 		$305K Sell
6,260
-5
-0.1% -$258 0.03% 154
2025
Q4 		$345K Buy
6,265
+1,017
+19% +$53.8K 0.04% 138
2025
Q3 		$271K Sell
5,248
-2,706
-34% -$132K 0.03% 152
2025
Q2 		$383K Buy
7,954
+112
+1% +$4.71K 0.05% 130
2025
Q1 		$327K Sell
7,842
-309
-4% -$13.8K 0.04% 131
2024
Q4 		$358K Buy
8,151
+359
+5% +$15.8K 0.05% 128
2024
Q3 		$309K Buy
+7,792
New +$312K 0.04% 141
2024
Q2 		– Sell
-7,546
Closed -$286K – 158
2024
Q1 		$286K Buy
+7,546
New +$259K 0.04% 148
2022
Q1 		– Sell
-4,547
Closed -$202K – 156
2021
Q4 		$202K Buy
+4,547
New +$207K 0.03% 150
2020
Q1 		– Sell
-6,216
Closed -$219K – 156
2019
Q4 		$219K Buy
+6,216
New +$201K 0.05% 190
2019
Q2 		– Sell
-7,299
Closed -$201K – 159
2019
Q1 		$201K Buy
+7,299
New +$206K 0.06% 132

Other funds holding BAC

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Insight Wealth Strategies's BAC Position: Q3 2026 in Review

Insight Wealth Strategies reduced its Bank of America (BAC) stake by 20% in Q3 2026, selling an estimated $69.1K and leaving 4,665 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #176.

Insight Wealth Strategies first reported a position in BAC in Q1 2019 and has held it in 13 quarters since. The position peaked at $383K in Q2 2025. 186 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Insight Wealth Strategies held 4,665 shares of Bank of America worth $254K as of Q3 2026.
  • Insight Wealth Strategies sold 1,134 Bank of America shares in Q3 2026, an estimated $69.1K.
  • Bank of America made up 0.03% of Insight Wealth Strategies's portfolio in Q3 2026, its #176 holding.
  • Insight Wealth Strategies first reported a position in Bank of America in Q1 2019 and has held it in 13 quarters since.
  • Insight Wealth Strategies's Bank of America position peaked at $383K in Q2 2025.
  • 186 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.